HSBC Holdings PLC
HSBC- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001089113
No open-market purchases or sales by HSBC Holdings PLC insiders were filed in the last 90 days; 713 institutions reported holding it in 13F filings for Q2 2026, worth $8.00B in total; no superinvestor holds it.
Other share classesHBCYF
13F holders, Q4 2024
Institutional positions in HSBC Holdings PLC as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 466
- +50 vs. Q3 2024
- Shares held
- 54.0M
- −557.7K (−1.0%) vs. Q3 2024
- Total value
- $2.67B
- +$323.1M (+13.8%) vs. Q3 2024
- New holders
- 80
- 180 more added
- Sold out
- 30
- 121 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 713 | $8.00B |
| Q1 2026 | 646 | $6.97B |
| Q4 2025 | 617 | $6.53B |
| Q3 2025 | 555 | $5.64B |
| Q2 2025 | 513 | $4.68B |
| Q1 2025 | 507 | $4.30B |
| Q4 2024 | 466 | $2.67B |
| Q3 2024 | 425 | $2.37B |
| Q2 2024 | 419 | $2.36B |
| Q1 2024 | 411 | $2.10B |
| Q4 2023 | 412 | $2.27B |
| Q3 2023 | 375 | $2.31B |
| Q2 2023 | 365 | $2.35B |
| Q1 2023 | 338 | $1.93B |
| Q4 2022 | 316 | $1.67B |
| Q3 2022 | 289 | $1.40B |
| Q2 2022 | 292 | $1.72B |
| Q1 2022 | 297 | $1.70B |
| Q4 2021 | 284 | $1.44B |
| Q3 2021 | 263 | $1.29B |
| Q2 2021 | 262 | $1.52B |
| Q1 2021 | 263 | $1.48B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 12,472 | $617.0K | 0.02% | −868−6.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,332 | $609.0K | 0.17% | +812+7.0% | Added |
| BSW Wealth Partners | 12,271 | $606.9K | 0.09% | −657−5.1% | Reduced |
| West Family Investments, Inc. | 12,237 | $605.2K | 0.21% | −207−1.7% | Reduced |
| Millennium Management LLC | 11,881 | $587.6K | 0.00% | −312,176−96.3% | Reduced |
| Cordatus Wealth Management LLC | 11,649 | $576.0K | 0.15% | +46+0.4% | Added |
| Coldstream Capital Management Inc | 11,504 | $569.0K | 0.01% | +2,363+25.9% | Added |
| Cable Hill Partners, LLC | 11,442 | $565.9K | 0.06% | +148+1.3% | Added |
| Blair William & Co | 11,268 | $557.3K | 0.00% | −788−6.5% | Reduced |
| May Hill Capital, LLC | 11,146 | $551.3K | 0.21% | +11,146 | New |
| Linden Thomas Advisory Services, LLC | 10,790 | $533.7K | 0.07% | +2,225+26.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,776 | $533.0K | 0.00% | −2,062−16.1% | Reduced |
| SeaBridge Investment Advisors LLC | 10,673 | $527.9K | 0.11% | −990−8.5% | Reduced |
| Clarius Group, LLC | 10,661 | $527.3K | 0.04% | +275+2.6% | Added |
| AssuredPartners Investment Advisors, LLC | 10,545 | $521.6K | 0.10% | +10,545 | New |
| Nations Financial Group Inc, | 10,372 | $513.0K | 0.04% | +155+1.5% | Added |
| Five Oceans Advisors | 10,361 | $512.5K | 0.23% | +789+8.2% | Added |
| Gradient Investments LLC | 10,189 | $503.9K | 0.01% | −732−6.7% | Reduced |
| Two Sigma Investments, LP | 10,100 | $499.5K | 0.00% | −358−3.4% | Reduced |
| Investors Research Corp | 9,966 | $492.9K | 0.11% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 9,833 | $486.3K | 0.27% | +678+7.4% | Added |
| Optas, LLC | 9,614 | $475.5K | 0.10% | +297+3.2% | Added |
| Abel Hall, LLC | 9,500 | $469.9K | 0.30% | +3,279+52.7% | Added |
| Mission Wealth Management, LP | 9,162 | $453.2K | 0.01% | +1,067+13.2% | Added |
| Callan Capital, LLC | 9,013 | $445.8K | 0.03% | +1,355+17.7% | Added |
| HighMark Wealth Management LLC | 9,008 | $445.5K | 0.26% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,960 | $443.2K | 0.22% | +167+1.9% | Added |
| Boston Private Wealth LLC | 8,913 | $440.8K | 0.01% | +8,913 | New |
| Global Retirement Partners, LLC | 8,814 | $435.9K | 0.01% | −173−1.9% | Reduced |
| Valeo Financial Advisors, LLC | 8,713 | $430.9K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 8,531 | $421.9K | 0.00% | −7,367−46.3% | Reduced |
| Allie Family Office LLC | 8,504 | $420.6K | 0.23% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,499 | $420.4K | 0.00% | −14,959−63.8% | Reduced |
| Courier Capital LLC | 8,492 | $420.0K | 0.03% | −412−4.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,273 | $409.2K | 0.01% | +5+0.1% | Added |
| Lindbrook Capital, LLC | 8,156 | $403.4K | 0.04% | +485+6.3% | Added |
| American Trust Investment Advisors, LLC | 8,150 | $403.1K | 0.17% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 8,123 | $401.8K | 0.01% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 8,028 | $397.1K | 0.11% | −1,258−13.5% | Reduced |
| Deutsche Bank AG | 7,971 | $394.2K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,951 | $393.3K | 0.00% | +2,351+42.0% | Added |
| Westover Capital Advisors, LLC | 7,950 | $393.2K | 0.09% | 00.0% | Unchanged |
| Tepp RIA, LLC | 7,918 | $391.6K | 0.58% | +7,918 | New |
| GAMMA Investing LLC | 7,810 | $386.3K | 0.03% | +1,735+28.6% | Added |
| Wedmont Private Capital | 7,694 | $379.7K | 0.02% | +25+0.3% | Added |
| Sivia Capital Partners, LLC | 7,648 | $378.3K | 0.19% | −251−3.2% | Reduced |
| Thrivent Financial for Lutherans | 7,618 | $377.0K | 0.00% | +417+5.8% | Added |
| Tudor Investment Corp Et Al | 7,553 | $373.6K | 0.00% | +7,553 | New |
| Lido Advisors, LLC | 7,531 | $372.5K | 0.00% | +249+3.4% | Added |
| Atria Wealth Solutions, Inc. | 7,390 | $365.5K | 0.00% | +170+2.4% | Added |
| Medallion Wealth Advisors, LLC | 6,487 | $357.5K | 0.18% | +6,487 | New |
| Bleakley Financial Group, LLC | 7,219 | $357.1K | 0.01% | +479+7.1% | Added |
| Fox Run Management, L.L.C. | 7,204 | $356.3K | 0.06% | +7,204 | New |
| Drive Wealth Management, LLC | 7,036 | $348.0K | 0.09% | +265+3.9% | Added |
| SG Americas Securities, LLC | 6,998 | $346.0K | 0.00% | −6,156−46.8% | Reduced |
| Cromwell Holdings LLC | 6,967 | $344.6K | 0.20% | 00.0% | Unchanged |
| Net Worth Advisory Group | 6,910 | $341.8K | 0.10% | −238−3.3% | Reduced |
| Catalina Capital Group, LLC | 6,909 | $341.7K | 0.11% | +600+9.5% | Added |
| Moors & Cabot, Inc. | 6,907 | $341.6K | 0.02% | +79+1.2% | Added |
| AE Wealth Management LLC | 6,898 | $341.2K | 0.00% | −26−0.4% | Reduced |
| Everstar Asset Management, LLC | 6,881 | $340.3K | 0.24% | −3,745−35.2% | Reduced |
| Natural Investments, LLC | 6,760 | $334.0K | 0.09% | +6,760 | New |
| Keybank National Association | 6,740 | $333.4K | 0.00% | +78+1.2% | Added |
| Acadian Asset Management LLC | 6,697 | $331.0K | 0.00% | −34,600−83.8% | Reduced |
| Hexagon Capital Partners LLC | 6,663 | $329.6K | 0.06% | +71+1.1% | Added |
| Sonoma Private Wealth LLC | 6,635 | $328.2K | 0.53% | +250+3.9% | Added |
| Keel Point, LLC | 6,633 | $328.1K | 0.03% | −945−12.5% | Reduced |
| Manske Wealth Management | 6,378 | $315.5K | 0.13% | +6,378 | New |
| Werba Rubin Papier Wealth Management | 6,333 | $313.2K | 0.07% | +693+12.3% | Added |
| 180 Wealth Advisors, LLC | 6,127 | $303.0K | 0.05% | +112+1.9% | Added |
| Merit Financial Group, LLC | 5,932 | $293.4K | 0.01% | +5,932 | New |
| Choate Investment Advisors | 5,931 | $293.4K | 0.01% | +5,931 | New |
| Benjamin Edwards Inc | 5,929 | $293.2K | 0.00% | +5,929 | New |
| Atria Investments LLC | 5,889 | $291.2K | 0.00% | +5,889 | New |
| Baldwin Investment Management, LLC | 5,857 | $289.7K | 0.04% | −149−2.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,853 | $289.5K | 0.01% | −42−0.7% | Reduced |
| Principal Street Partners, LLC | 5,798 | $286.8K | 0.06% | +1,012+21.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,795 | $286.6K | 0.04% | −3,234−35.8% | Reduced |
| Bridgefront Capital, LLC | 5,724 | $283.1K | 0.10% | +5,724 | New |
| Rathbone Brothers plc | 5,600 | $277.0K | 0.00% | −300−5.1% | Reduced |
| Integrated Quantitative Investments LLC | 5,600 | $277.0K | 0.14% | +5,600 | New |
| Acorn Creek Capital LLC | 5,540 | $274.0K | 0.14% | +18+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,537 | $273.9K | 0.00% | +321+6.2% | Added |
| Beacon Pointe Advisors, LLC | 5,530 | $273.5K | 0.00% | −1,130−17.0% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $272.0K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 5,490 | $271.6K | 0.00% | +5,490 | New |
| Farther Finance Advisors, LLC | 5,420 | $268.1K | 0.01% | +1,638+43.3% | Added |
| Seven Mile Advisory | 5,405 | $267.3K | 0.17% | +190+3.6% | Added |
| Bryn Mawr Trust Co | 5,325 | $263.4K | 0.00% | +2,633+97.8% | Added |
| Independent Advisor Alliance | 5,228 | $258.6K | 0.00% | +5,228 | New |
| Geneos Wealth Management Inc. | 5,208 | $257.6K | 0.01% | −358−6.4% | Reduced |
| New York State Common Retirement Fund | 5,188 | $256.6K | 0.00% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 5,189 | $256.6K | 0.11% | +429+9.0% | Added |
| Perigon Wealth Management, LLC | 4,794 | $243.6K | 0.01% | +4,794 | New |
| Cornerstone Wealth Management, LLC | 4,906 | $242.7K | 0.02% | +15+0.3% | Added |
| New Republic Capital, LLC | 4,864 | $240.6K | 0.16% | +4,864 | New |
| Sym Financial Corp | 4,851 | $239.9K | 0.03% | +4,851 | New |
| Change Path, LLC | 4,782 | $236.5K | 0.01% | −30−0.6% | Reduced |
| Camden Capital, LLC | 4,753 | $235.1K | 0.03% | +4,753 | New |
| Riversedge Advisors, LLC | 4,742 | $234.5K | 0.05% | +4,742 | New |